Where Inheritance Ends and Ownership Begins
We envision a world where financial literacy is passed down like family recipes, and where luxury is not reserved for the few, but reclaimed by those who were never taught they could want it. Where the children of immigrants are no longer just surviving, but thriving—leading businesses with clarity, confidence, and care.
Dalia Tax & Business Advisors is a women-led, bilingual financial firm helping daughters of immigrants and legacy builders turn generational pressure into generational power.
Founded in 1983, Dalia was born on her mother’s kitchen table and 25 years ago Marilyn took her mother’s vision to a now powerhouse of possibility, joy, and unapologetic clarity. We blend 40+ years of expertise with modern systems and deep cultural fluency to transform inherited businesses into thriving, values-aligned legacies.
We believe bookkeeping is not just paperwork—it’s a portal.
We use spreadsheets the way some use journals.
We use financial tools not to judge, but to liberate.
We use cash flow tracking to help you design a life that reflects your vision—not just your obligations.
This isn’t cleanup. It’s transformation.
You’re getting your business re-engineered for ease, elevation, and legacy—with structure that supports you, strategy that grows you, and a team that sees the whole you.